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Bookkeeping Services

Initial Bookkeeping Consultation

FREE initial consultation

As easy as a phone call to 513.578.8477

Let’s meet over the phone to explore your needs and see if we will be a good fit

Get Started With Quickbooks Online

Get started in Quickbooks or  I begin performing bookkeeping tasks within your  existing QuickBooks Online application.

Organize & input existing transactions to current date.

During this initial phase (usually three months) fees are billed at an hourly rate. 

Ongoing Monthly Bookkeeping Services

After the first couple months of working together — once your books are set up and cleaned up — we agree on a fixed monthly rate so you know how much you’ll pay each month.

Contact Me

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Services Provided

 

Ongoing Monthly Support

  • Download & categorize monthly transactions into QuickBooks

  • Optional add-ons: invoicing, bill pay, income categorization, etc.

  • Email monthly financial statements to client

  • Monthly correspondence regarding financial status

  • Serve as liaison between client & accountant throughout year

  • Note: Work is completed from my home office

Service Not Provided

  • Legal business advice

  • Tax preparation

  • Manual payroll (I will work with your payroll company: ADP, Gusto, Paycor etc.)

  • On-site bookkeeping

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